Sofi Select 500 Etf Profile
| SFY Etf | USD 110.95 0.04 0.04% |
Performance11 of 100
| Odds Of DistressLess than 44
|
SoFi Select is trading at 110.95 as of the 25th of November 2024; that is 0.04% down since the beginning of the trading day. The etf's open price was 110.99. SoFi Select has about a 44 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for SoFi Select 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in the component securities of the index. Sofi Select is traded on NYSEARCA Exchange in the United States. The company has 44.55 M outstanding shares of which 7.2 M shares are at this time shorted by investors with about 0.0 days to cover. More on SoFi Select 500
Moving together with SoFi Etf
SoFi Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Australia All Ordinaries, Large Cap ETFs, Size And Style ETFs, Large Growth, SoFi (View all Sectors) |
| Issuer | SoFi |
| Inception Date | 2019-04-11 |
| Benchmark | Solactive SoFi US 500 Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 981.99 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Tidal ETF Services LLC |
| Advisor | Toroso Investments, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Charles Ragauss |
| Transfer Agent | U.S. Bank, N.A. |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 503 |
| Market Maker | GTS |
| Total Expense | 0.19 |
| Management Fee | 0.19 |
| Country Name | USA |
| Returns Y T D | 31.68 |
| Name | SoFi Select 500 |
| Currency Code | USD |
| Open Figi | BBG00NV84CX0 |
| In Threey Volatility | 18.52 |
| 1y Volatility | 12.15 |
| 200 Day M A | 97.6169 |
| 50 Day M A | 106.56 |
| Code | SFY |
| Updated At | 24th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.31 |
SoFi Select 500 [SFY] is traded in USA and was established 2019-04-10. The fund is classified under Large Growth category within SoFi family. The entity is thematically classified as Large Cap ETFs. SoFi Select 500 at this time have 353.45 M in assets. , while the total return for the last 3 years was 9.7%.
SoFi Select 500 has about 7.32 M in cash with 82.61 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.16.
Check SoFi Select Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SoFi Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SoFi Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as SoFi Select 500 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top SoFi Select 500 Etf Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
SoFi Select 500 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in SoFi Select. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1207 | |||
| Jensen Alpha | 0.0255 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0221 |
SoFi Select Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SoFi Select 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of SoFi Select 500 is measured differently than its book value, which is the value of SoFi that is recorded on the company's balance sheet. Investors also form their own opinion of SoFi Select's value that differs from its market value or its book value, called intrinsic value, which is SoFi Select's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SoFi Select's market value can be influenced by many factors that don't directly affect SoFi Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SoFi Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if SoFi Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SoFi Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.